GTD Accounting Task Tracker Template

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Stay on top of your accounting tasks with the GTD Accounting Task Tracker. This template helps you visualize and allocate time to the most important and urgent tasks, such as payroll processing, tax filing, and financial reporting. With effective time management, you can ensure that every task gets the attention it requires within the stipulated timeframe.

Whether it's managing payroll, preparing financial reports, or conducting audits, this template is designed to help you meet deadlines and maintain accuracy in your accounting processes.

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GTD Accounting Task Tracker for Priority Matrix

GTD Accounting Task Tracker in Priority Matrix

Visualize and allocate time to important accounting tasks, ensuring no deadlines are missed.

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Proposed Tasks

High Priority, Short Deadline

  • Payroll Processing due in 1 day
    ☐ Calculate hours worked ☐ Calculate overtime ☐ Process payments
  • Invoice Reconciliation due in 2 days
    ☐ Match invoices with purchase orders ☐ Resolve any discrepancies
  • Vendor Payment due in 2 days
    ☐ Review vendor invoice ☐ Process payment
  • Employee Expense Reimbursements due in 2 days
    ☐ Review expense reports ☐ Approve valid expenses ☐ Process reimbursements
  • Bank Reconciliation due in 2 days
    ☐ Review bank statements ☐ Match transactions with accounting records
  • Accounts Payable Reconciliation due in 2 days
    ☐ Match payments with invoices ☐ Resolve any discrepancies
  • Monthly Financial Report due in 1 week
    ☐ Compile data ☐ Write report
  • Expense Report Review due in 1 week
    ☐ Review submitted expense reports ☐ Verify expenses ☐ Approve or deny expenses
  • Client Billing due in 1 week
    ☐ Prepare client invoice ☐ Send invoice
  • Client Contract Review due in 1 week
    ☐ Review financial terms of contract ☐ Ensure all financial obligations are met
  • Accounts Receivable Collection due in 1 week
    ☐ Identify overdue accounts ☐ Contact clients to arrange payment

High Priority, Long Deadline

  • Asset Depreciation Calculation due in 3 weeks
    ☐ Identify depreciating assets ☐ Calculate depreciation
  • Quarterly Profit and Loss Statement due in 3 weeks
    ☐ Compile financial data ☐ Calculate profit and loss ☐ Prepare statement
  • Financial Forecasting due in 3 weeks
    ☐ Review past financial data ☐ Create financial projections
  • Quarterly Tax Filing due in 1 month
    ☐ Gather financial records ☐ Calculate tax owed ☐ Submit tax forms
  • Internal Audit Preparation due in 1 month
    ☐ Gather necessary documents ☐ Review financial processes
  • Financial Software Upgrade due in 1 month
    ☐ Review new software features ☐ Upgrade software ☐ Train staff on new features
  • Annual Budget Planning due in 2 months
    ☐ Review previous budget ☐ Forecast future expenses ☐ Create new budget
  • Year-End Financial Closeout due in 2 months
    ☐ Review all financial transactions ☐ Prepare year-end financial statements
  • Annual Audit Preparation due in 2 months
    ☐ Compile necessary financial records ☐ Prepare for auditor visit